Jason Ware On What Rising Yields Mean For A Bull Market

Jason Ware continues to want to be in secular technology names as well as high quality reopening stocks. He sees consolidated multiples occurring for stocks with solid earnings and cash flows, and chooses to avoid stocks without consistent positive earnings. The long term dynamics for secular tech is five years down the road, and consumer orientated stocks are in favor today.

Market On Close

27 Mar 2021

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7:00 am
Futures

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Jason Ware On What Rising Yields Mean For A Bull Market

Jason Ware continues to want to be in secular technology names as well as high quality reopening stocks. He sees consolidated multiples occurring for stocks with solid earnings and cash flows, and chooses to avoid stocks without consistent positive earnings. The long term dynamics for secular tech is five years down the road, and consumer orientated stocks are in favor today.

Market On Close

27 Mar 2021

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US